Table of contents
The Defaults tab on the Client page is where the client's credit control and bank details are viewed and maintained. Depending on how the application has been configured in your practice, many of the credit control fields will be populated by default values as soon as a client is added to the system. These can be changed in this tab to suit the individual client's requirements.
See the table below for explanations of the fields in this tab.
What it does....
The selection here determines the basis for calculating the payment due date on the bills raised for the client. The available options are:
You can insert the Bill Due Date field into your fee note templates so that it can be merged and displayed on the printed bills sent to clients.
Days / Payment Date
Enter the number of days from the invoice date that the payment is due. If you selected Payment Date in the preceding field then you would enter the actual date in the month that payment is due, for example, the 17th of each month.
Select the client's default payment method. This impacts the description on the remittance advice section of the Bank Deposit Slip document.
Your system administrator maintains the list of payment types available.
Enter the absolute credit limit value for the client's account. This can then be used as a warning if the client reached this level of credit and work is still being done for them.
Select the state of the client's account. Certain selections prevent further transactions being posted to the client's account. Your system administrator is responsible for maintaining the selections. Examples are New, Exceeded Credit Limit or Open.
Primary Bank Details
The right–hand section of this tab holds the client's bank details. This information can be used where payments from the client are received via direct bank transfers, or to generate the Bank Deposit Slip.
The fields are populated for you automatically when you select an existing associated bank contact in the Bank Details field.
The client's bank association must be set up before you can use this feature. Only the field Account Name is editable, the rest are populated from the information entered with the associated bank contact.
The Client page
The Associated tab
How to search for and open a contact or client record
How to add an association to a contact or client
How to create a new client
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